Jvl Associates LLC Portfolio Holdings
Jvl Associates LLC
- $259 Million
- Q3 2024
Jvl Associates LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $259 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $56.7M, Vanguard Total Stock Market Et with a value of $37.4M, Ishares Core S&P Mid Cap ETF with a value of $21.7M, Ishares Core S&P Sm Cap ETF with a value of $18.9M, and Invesco Qqq Trust, Series 1 with a value of $17.5M.
Examining the 13F form we can see an increase of $9.94M in the current position value, from $249M to 259M.
Below you can find more details about Jvl Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$259 Million
ETFs: $225 Million
Technology: $17.6 Million
Financial Services: $4.92 Million
Communication Services: $4.77 Million
Consumer Cyclical: $3.88 Million
Healthcare: $1.6 Million
Industrials: $1.08 Million
Energy: $212,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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